PLATINUM INVESTMENT MANAGEMENT LTD

CIK

1256071

Location

SYDNEY AUSTRALIA 2000, C3

Portfolio Value

Micro $48,150,718

Diversification

Diversified

Filing Date

Global Rank

#2,703 / 8,232 ▲ 31

Top Industry

Biotechnology 19.1%

3Y Alpha vs SPY

-3.7%

Period ended 2 months ago

Filed May 14, 2026 · 31d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+60.7%

SPY

+76.3%

Annualised alpha

-3.7%

Max drawdown

−30.3%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

88 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

12.9%

+2.9 pts

Top 5

27.1%

+0.6 pts

Top 10

38.2%

+1.6 pts

HHI

310

Diversified+40

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Healthcare	31.1%	$121,393,441	40
Consumer Cyclical	18.8%	$73,490,364	15
Industrials	15.7%	$61,411,435	4
Technology	12.3%	$48,150,718	11
Financial Services	7.3%	$28,650,485	6
Consumer Defensive	6.5%	$25,459,910	3
Communication Services	4.9%	$19,184,849	6
Energy	2.3%	$9,105,811	2
Real Estate	0.8%	$3,126,350	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

16 positions

Ticker	Company	Δ Shares	Shares	Value
PALI	Palisade Bio, Inc.	+567,327	1,231,414	$2,154,974
WVE	Wave Life Sciences Ltd.	+44,582	275,269	$1,995,700
ELF	e.l.f. Beauty, Inc.	+30,500	72,500	$4,394,225
BIRK	Birkenstock Holding plc	+27,400	275,000	$9,853,250
DDL	Dingdong (Cayman) Ltd	+25,618	6,486,507	$16,670,322
BROS	Dutch Bros Inc.	+15,000	52,500	$2,659,650
CSGP	Costar Group, Inc.	+12,500	77,500	$3,126,350
CAVA	Cava Group, Inc.	+7,500	45,000	$3,640,500
ADBE	Adobe Inc.	+4,725	18,571	$4,514,238
WING	Wingstop Inc.	+4,000	12,000	$1,859,640
CAT	Caterpillar Inc	+3,000	8,500	$6,021,910
RVMD	Revolution Medicines, Inc.	+2,161	20,813	$2,024,064
MSI	Motorola Solutions, Inc.	+2,027	6,302	$2,734,878
BBIO	BridgeBio Pharma, Inc.	+1,513	49,269	$3,658,715
V	Visa Inc.	+300	15,000	$4,533,600
BKNG	Booking Holdings Inc.	+300	500	$2,105,159
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
ROIV	Roivant Sciences Ltd.	−96,749	92,397	$2,559,396
NOAH	Noah Holdings Ltd	−65,300	993,612	$9,836,758
TCOM	Trip.com Group Ltd	−64,000	379,718	$18,906,159
IDYA	IDEAYA Biosciences, Inc.	−28,967	91,637	$3,053,344
ARWR	Arrowhead Pharmaceuticals, Inc.	−24,732	64,752	$4,059,950
GPCR	Structure Therapeutics Inc.	−21,010	66,864	$3,222,844
CNTA	Centessa Pharmaceuticals plc	−17,360	137,741	$5,471,072
MOD	Modine Manufacturing Co	−13,822	3,633	$787,307
APGE	Apogee Therapeutics, Inc.	−10,898	58,314	$4,908,289
AS	Amer Sports, Inc.	−10,000	150,000	$4,938,000
LRCX	Lam Research Corp	−9,406	46,439	$9,922,156
COGT	Cogent Biosciences, Inc.	−9,163	112,066	$4,313,420
ICE	Intercontinental Exchange, Inc.	−7,943	23,913	$3,761,036
KR	Kroger Co	−5,923	60,743	$4,395,363
VERA	Vera Therapeutics, Inc.	−5,697	113,687	$4,573,628
AVGO	Broadcom Inc.	−4,688	26,186	$8,104,828
MSFT	Microsoft Corp	−4,439	4,134	$1,530,282
GOOGL	Alphabet Inc.	−4,000	12,000	$3,450,720
DRUG	Bright Minds Biosciences Inc.	−2,603	19,127	$1,395,697
JD	JD.com, Inc.	−2,203	28,650	$847,180
META	Meta Platforms, Inc.	−2,000	5,000	$2,860,650
VRT	Vertiv Holdings Co	−1,918	10,127	$2,537,623
HD	Home Depot, Inc.	−1,800	11,500	$3,782,235
BSX	Boston Scientific Corp	−1,727	17,827	$1,118,644
FND	Floor & Decor Holdings, Inc.	−1,400	67,500	$3,429,000
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
AZN	Astrazeneca PLC	48,088	$9,483,915
NFLX	Netflix Inc	50,023	$4,809,711
SATS	EchoStar CORP	12,509	$1,464,428
DFTX	Definium Therapeutics, Inc.	70,000	$1,323,000
APH	Amphenol Corp /De/	9,440	$1,192,744
CCCC	C4 Therapeutics, Inc.	384,766	$1,011,934
GSAT	Globalstar, Inc.	14,168	$941,038
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
AMZN	Amazon Com Inc	31,080	$7,173,885
UBER	Uber Technologies, Inc	63,217	$5,165,461
WWW	Wolverine World Wide Inc /De/	200,000	$3,630,000
GOSS	Gossamer Bio, Inc.	561,951	$1,742,048
ANET	Arista Networks, Inc.	12,456	$1,632,109
SHOP	Shopify Inc.	8,161	$1,313,676
PSIX	Power Solutions International, Inc.	20,000	$1,142,800
CPNG	Coupang, Inc.	47,735	$1,126,068
MICC	Magnum Ice Cream Co N.V.	21,682	$343,659
PONY	Pony AI Inc.	16,552	$240,004
INTC	Intel Corp	5,453	$201,215
BCC	BOISE CASCADE Co	1,403	$103,260
JAZZ	Jazz Pharmaceuticals plc	452	$76,840
OMF	OneMain Holdings, Inc.	1,091	$73,697
GT	Goodyear Tire & Rubber Co /Oh/	8,244	$72,217
HUN	Huntsman CORP	6,761	$67,610
CLB	Core Laboratories Inc. /DE/	4,196	$67,261
MTDR	Matador Resources Co	1,573	$66,758
VIST	Vista Energy, S.A.B. de C.V.	1,370	$66,664
UNH	Unitedhealth Group Inc	201	$66,352
WHR	Whirlpool Corp /De/	919	$66,296
CVS	CVS HEALTH Corp	830	$65,868
TGT	Target Corp	673	$65,785
DOW	Dow Inc.	2,798	$65,417
CPB	CAMPBELL'S Co	2,301	$64,128
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

11 positions · $48,150,718 total · Technology only · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
LRCX	Lam Research Corp Technology	Reduced	46,439	-9,406	$9,922,156	+3.8%	20.61%
AVGO	Broadcom Inc. Technology	Reduced	26,186	-4,688	$8,104,828	−24.2%	16.83%
MU	Micron Technology Inc Technology	Reduced	23,656	-1,264	$7,991,943	+12.4%	16.60%
NVDA	Nvidia Corp Technology	Held	28,191	0	$4,916,510	−6.5%	10.21%
ADBE	Adobe Inc. Technology	Added	18,571	+4,725	$4,514,238	−6.8%	9.38%
FICO	Fair Isaac Corp Technology	Reduced	3,400	-459	$3,629,636	−44.4%	7.54%
MSI	Motorola Solutions, Inc. Technology	Added	6,302	+2,027	$2,734,878	+66.9%	5.68%
KLAC	Kla Corp Technology	Reduced	1,458	-581	$2,146,773	−13.4%	4.46%
MSFT	Microsoft Corp Technology	Reduced	4,134	-4,439	$1,530,282	−63.1%	3.18%
AMD	Advanced Micro Devices Inc Technology	Held	7,210	0	$1,466,730	−5.0%	3.05%
APH	Amphenol Corp /De/ Technology	NEW	9,440	NEW	$1,192,744	NEW	2.48%